Here you will understand the basic sales process in Salesforce and what the Opportunity object is.
My name is Artemiy, and I’m a 4x-certified Admin at ENWAY. We help businesses overcome challenges using Salesforce. Ready, steady, go!
In Salesforce, an Opportunity is a potential sale or deal. It represents a potential revenue-generating event, such as a sale to a customer. So, it includes some particular details like the potential amount of the sale, the stage it’s in, and the probability of closing.
Opportunities are super important because they help track potential sales from the first hello to sealing the deal. They are forming your sales pipeline as well.
Sales Process in Salesforce
Final Thoughts
I hope my video clarified the sales process and the Opportunity object in Salesforce. Don’t forget to hit like and subscribe! And if you need some Salesforce customization, we are here to help.